Blog

September 16, 2019

Graftech Stock Price Analysis – Low Risk

Why Did Mohnish Pabrai Buy Graftech Stock Graftech stock has the potential to be a ‘PE ratio of 1’ company.... Continue reading

August 25, 2019

Berkshire Hathaway – Intrinsic Value Calculation

Contents Defining intrinsic value Berkshire’s return on invested capital Berkshire’s future cash flows Insurance business Railroads, manufacturing, utilities and other... Continue reading

August 17, 2019

Lithium Americas Stock Price Has 1000% Upside But There Are Risks

Lithium Americas stock price is trading at a 90% discount to the combined net present value of the two lithium... Continue reading

July 24, 2019

ALBEMARLE – Lithium Stock Offering 4x Growth Up To 2025

Albemarle business overview Lithium Albemarle investment thesis Lithium cost curve Current analysis of Albemarle + the growth story Albemarle –... Continue reading

July 14, 2019

Ryanair Stock Analysis – Not a Buy Yet, But a Stock to Watch

I’ve been marginally following Ryanair for a few years now. When a CEO states: “If someone wanted to pay £5... Continue reading

May 22, 2019

Turquoise Hill (TRQ) stock analysis – copper and gold stock

Contents TRQ stock down 70% - a bargain? TRQ company overview The current issues – 4 big unknowns Financial situation... Continue reading

April 4, 2019

Thor Industries Stock Analysis

Over the past months I have received more than 10 emails from various investors about how Thor Industries is a... Continue reading

April 3, 2019

Michael Burry’s Stock – CorePoint Lodging REIT Stock Analysis

Introduction. CorePoint Lodging – Business analysis Cash flow calculations Selling properties to unlock value Stock catalysts already there The risks... Continue reading

March 16, 2019

ADM – A dividend stock to own for the long term

Contents ADM company overview Investment strategy A few notes from the last conference call My personal opinion I analysed Bunge,... Continue reading

March 12, 2019

Ingredion stock analysis – 10% yield

Summary - Ingredion The operating cash flow yield is 11%, the company expects to grow earnings at 8% per year... Continue reading

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